Judi Kaleh
Financial Services Professional at MassMutual Financial Group
- Role
- Financial Services Professional at GoldBook Financial
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Judi Kaleh
Preparing for that next step in life isn\'t always easy. My combination of experience…
Experience
Financial Services Professional
Jun 2015 — Present · Phoenix, AZ, US
I provide an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. I am licensed to sell insurance in Arizona, Maryland, Virginia, North Carolina and Texas.
Skills
- Critical Illness
- Financial Services
- Wealth
- Long-Term Care
- Employee Benefits
- Genworth Financial Long Term Care, Life & Annuities
- Health Insurance
- Brokers
- Fixed Annuities
- Sales
- Retirement
- Series 7
- Strategic Financial Planning
- Annuity Sales
- Term Life Insurance
- Long Term Care
- Retirement Planning
- Wealth Management
- Series 6
- Insurance
- 401k
- Whole Life
- Indexed Annuities
- Mortgage Insurance
- Long Term Care Insurance
- Securities
- Estate Planning
- Series 63
- Permanent Life Insurance
- Asset Allocation
- Mutual Funds
- Variable Annuities
- Disability Insurance
- Licensed Insurance Agent
- Life Insurance
- Individual Health Insurance
- Iras
- Underwriting
- Small Business
- Universal Life
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